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USA Financial Formulas’s Oneok OKE Stock Holding History

USA Financial Formulas’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$36 – 454
2025
Q3 		$36 Hold
1
– – ﹤0.01% 257
2025
Q2 		$41 Sell
1
-11
-92% -$917 ﹤0.01% 240
2025
Q1 		$1.24K Sell
12
-11,539
-100% -$1.15M ﹤0.01% 255
2024
Q4 		$1.16M Sell
11,551
-356
-3% -$36.4K 0.18% 48
2024
Q3 		$1.09M Buy
11,907
+1,627
+16% +$142K 0.17% 60
2024
Q2 		$838K Buy
+10,280
New +$821K 0.14% 83
2023
Q4 		– Sell
-9
Closed -$571 – 480
2023
Q3 		$571 Hold
9
– – ﹤0.01% 437
2023
Q2 		$555 Hold
9
– – ﹤0.01% 424
2023
Q1 		$572 Buy
+9
New +$598 ﹤0.01% 352
2022
Q3 		$0 Sell
9
-13,589
-100% -$808K ﹤0.01% 383
2022
Q2 		$755K Sell
13,598
-54
-0.4% -$3.5K 0.94% 50
2022
Q1 		$964K Buy
13,652
+13,544
+12,541% +$867K 1.03% 38
2021
Q4 		$6K Buy
108
+18
+20% +$1.12K 0.01% 213
2021
Q3 		$5K Sell
90
-16,284
-99% -$875K ﹤0.01% 275
2021
Q2 		$911K Buy
16,374
+16,343
+52,719% +$871K 0.76% 68
2021
Q1 		$2K Hold
31
– – ﹤0.01% 271
2020
Q4 		$1K Buy
31
+4
+15% +$134 ﹤0.01% 293
2020
Q3 		$1K Hold
27
– – ﹤0.01% 280
2020
Q2 		$1K Buy
+27
New +$880 ﹤0.01% 190
2019
Q1 		– Sell
-40,366
Closed -$2.74M – 275
2018
Q4 		$2.74M Buy
+40,366
New +$2.51M 0.68% 51

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

USA Financial Formulas's OKE Position: Q4 2025 in Review

USA Financial Formulas sold out of Oneok (OKE) in Q4 2025, closing a stake of 1 share — an estimated $36 sold.

USA Financial Formulas first reported a position in OKE in Q4 2018 and held it in 20 quarters. The position peaked at $2.74M in Q4 2018. 1,554 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

  • USA Financial Formulas reported no remaining Oneok position as of Q4 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1 Oneok share in Q4 2025, an estimated $36.
  • USA Financial Formulas first reported a position in Oneok in Q4 2018 and held it in 20 quarters.
  • USA Financial Formulas's Oneok position peaked at $2.74M in Q4 2018.
  • 1,554 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on USA Financial Formulas's 13F filing for Q4 2025, filed 14 Jan 2026.